[Status: Not planned] Restrict Report Snapshot Configuration
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We are looking to give some measure of client visibility into our support queue, and the Snapshots of reports seemed to be a good option. These would be sent to non-users of Wrike. That said, the ability to change the configuration of the report snapshot is retained, even for those with no access to the platform. I would like to present to the client only the columns of data I wish them to see, or is relevant to them. As it stands, they appear to the able to add new columns of data, including which employee is assigned, dates, etc. Is this functionality something that can be restricted? Please see attached files for reference. |
Hi there all, I stumble on this topic because we want to share gantt chart snapshots with our customers. But if we do this we give them access to our calculated effort on tasks. This is not the kind of information we want to share public.
So high vote for remove gear tool from snapshots
Hello Laura Boylan, thank you for your comment and sorry for the delayed reply. At the moment, we don't have updates to share about the implementation of this feature in the near future, but we will keep you informed in case there are any changes.
Please, let me know if you have any additional questions 🙂
Hello,
Upvoted! I don't want the customers to see the effort or the assignee so I can't really use this features for now...
Hey Julien Wuytens, welcome to Community Forums! Thanks for adding your upvote to this post. I will now forward your feedback to the appropriate team 👍
Rohan V Community Team at Wrike Wrike Product Manager Torne-se um especialista em Wrike com o Wrike Discover
Rohan V Wrike Team member Torne-se um especialista em Wrike com o Wrike Discover
Upvoted! Is there any update to this? Looking for a way to share report snapshots with clients while restricting their access to view financial fields. Individual Excel exports for each report is cumbersome!
Rohan V Community Team at Wrike Wrike Product Manager Torne-se um especialista em Wrike com o Wrike Discover
Rohan V Wrike Team member Torne-se um especialista em Wrike com o Wrike Discover